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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $245,368 | $133,998+83.1% | $112,263+118.6% | $134,545+82.4% |
| Participation rate | 40.9% | 78.6%-37.6pp | 75.1%-34.2pp | 81.2%-40.3pp |
| Annual return | 3.29% | 47.17%-43.9pp | 27.49%-24.2pp | 418.37%-415.1pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $9,973 | $7,493+33.1% | $6,410+55.6% | $11,431-12.8% |